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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3026
AllSquare Wealth Management
New York
$165K – – –
EPW
3027
Evergreen Private Wealth
Colorado
$165K – – –
AWM
3028
Aberdeen Wealth Management
Illinois
$164K -$355K -676 -69%
CAM
3029
Clarity Asset Management
Iowa
$160K – – –
ACM
3030
Anfield Capital Management
California
$155K +$11.6K +22 +8%
SCA
3031
Stuart Chaussee & Associates
California
$154K +$123K +233 +476%
PCTC
3032
Perkins Coie Trust Company
Washington
$149K – – –
DF
3033
DecisionPoint Financial
Arizona
$149K +$28.9K +55 +26%
HIIFS
3034
Harel Insurance Investments & Financial Services
Israel
$143K +$138K +262 New
LFASL
3035
Lugano Financial Advisors SA (LFA)
Switzerland
$141K – – –
WWM
3036
Wolff Wiese Magana
California
$138K – – –
WCM
3037
Westend Capital Management
California
$138K – – –
BCM
3038
Blume Capital Management
California
$137K – – –
MCM
3039
Mill Capital Management
North Carolina
$137K – – –
DF
3040
Dunhill Financial
United Kingdom
$133K +$38.9K +74 +44%
WCM
3041
Weaver Capital Management
Georgia
$131K +$526 +1 +0.4%
MM
3042
Main Management
California
$129K – – –
BIA
3043
Bell Investment Advisors
California
$128K +$526 +1 +0.4%
MWA
3044
MFA Wealth Advisors
Pennsylvania
$120K +$115K +219 New
FFL
3045
Financial Freedom LLC
Ohio
$117K – – –
CTC
3046
Cetera Trust Company
Minnesota
$115K – – –
CAM
3047
Costello Asset Management
Pennsylvania
$109K – – –
KFO
3048
Kopp Family Office
Minnesota
$108K – – –
AT
3049
Avalon Trust
New Mexico
$104K – – –
WAM
3050
WFA Asset Management
Wisconsin
$103K +$79.4K +151 +397%
120 121
122
123 124